ESTATE PLANNING LAW

The freedom and liberty to decide how to transfer one’s hard earned wealth is crucial in the creation and maintenance of the family.  However, in the 21st Century the shifting demographics and the diversity and changing of the American family profile has made it crucial for anyone who has built up substantial assets to leave to future generations to create an estate and financial plan to meet their specific needs and objectives.  The failure to establish an effective estate plan now relinquishes the decision to the whims of the laws of the state, who will then decide what assets and to whom those assets will be transferred and how they will be disposed, regardless of the desires of original grantor.  

At the Law Office of Duane E. Baum, P.A., we understand how vital it is to our clients to maintain the freedom of choice to decide who to transfer their property to and how their property will be transferred to leave a legacy for future generations.  We know the challenges facing our clients and the need to find a solution to address their concerns. 

The Law Office of Duane E. Baum, P.A. works alongside our clients in the estate planning and administration in the preparation of:

• Last Will and Testament
• Livings Will
• Revocable and Irrevocable Living Trusts 
• Transfer on Death Deed
• Durable Power of Attorney
• Financial Power of Attorney
• Healthcare Power of Attorney
• Advanced Medical Directives
• Probate Administration